Kestra Private Wealth Services’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
2025
Q1
$306K Sell
2024
Q4
$302K Sell
2024
Q3
$375K Buy
2024
Q2
$329K Sell
2024
Q1
$327K Sell
2023
Q4
$296K Sell
2023
Q3
$263K Buy
2023
Q2
$304K Buy
2023
Q1
$221K Buy
2022
Q4
$232K Sell
2022
Q3
$205K Buy
2021
Q4
Sell
2021
Q3
$209K Sell
2021
Q2
$240K Buy